401(k) · DOL Form 5500 · 2023
Sally Beauty Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $275M
- Total assets
- 17,873
- Participants
- 96th
- Percentile by assets
- $15,406
- Avg per participant
Official DOL plan name: Sally Beauty 401(k) and Profit Sharing Plan · Sponsored by Sally Beauty Holdings, Inc. · Texas · Retail Trade
$275M in assets, 17,873 participants
Sally Beauty Holdings, Inc.'s Sally Beauty 401(k) and Profit Sharing Plan reported $275M in total assets and 17,873 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 127,072 plans)
- #8,212 in Retail Trade (8,414 peers)
Coverage in Texas
Sally Beauty 401(k) and Profit Sharing Plan covers 17,873 participants in Texas, 26x the typical Texas plan (state average ~688 per filing). Assets: $275M.
- $275M
- total plan assets (2023 EOY)
- 17,873
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $15,406
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sally Beauty 401(k) and Profit Sharing Plan reported net income rose from -$58M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Sally Beauty 401(k) and Profit Sharing Plan reported participants fell from 28,960 in the plan year 2022 filing to 17,873 in the plan year 2023 filing.
- Sally Beauty 401(k) and Profit Sharing Plan end-of-year assets rose from $246M in the plan year 2022 filing to $275M in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Sally Beauty 401(k) and Profit Sharing Plan reports 17,873 participants - 26x that state average ($275M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $246M |
|---|---|
| Net Assets (End of Year) | $275M |
| Net Income | $30M |
| Employer EIN | 362257936 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sally Beauty Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28,960 | $246M |
| 2023 | 1 | 17,873 | $275M |
| 2024 | 1 | 18,303 | $294M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sally Beauty 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Sally Beauty 401(k) and Profit Sharing Plan
Sally Beauty 401(k) and Profit Sharing Plan reports $275M in end-of-year assets across 17,873 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $15,406 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 362257936, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $294M (+19.6%) while covered participants moved from 28,960 to 18,303 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 28,960 | $246M | Open filing |
| 2023 | 17,873 | $275M | This page |
| 2024 · index core | 18,303 | $294M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sally Beauty 401(k) and Profit Sharing Plan (401(k), $294M, 18,303 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sally Beauty 401(k) and Profit Sharing Plan by total assets, not by location.
- State Bankshares 401(k) Profit Sharing Plan (ND) $275M · 1,942
- Midwest Radiology P.a. Profit Sharing Plan (MN) $275M · 380
- Calumet Gp, LLC Retirement Savings Plan (IN) $275M · 1,529
- Children's Health System, Inc. 401(k) Plan (VA) $275M · 3,891
Frequently Asked Questions
How did Sally Beauty 401(k) and Profit Sharing Plan assets move in 2023? ▼
How have Sally Beauty Holdings, Inc. plan assets changed over time? ▼
Where does Sally Beauty 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sally Beauty 401(k) and Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on Sally Beauty 401(k) and Profit Sharing Plan's numbers.
- By total assets, Sally Beauty 401(k) and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Sally Beauty Holdings, Inc.'s sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Retail Trade plans